Automatic Investment Plan

It may seem like a drop in the bucket now, but the savings advantages of paying yourself first, combined with the power of compound growth, are just some of the benefits of a Kawartha Credit Union Automatic Investment Plan.

Whether you're saving for retirement, a down payment on a home or just a rainy day, regular contributions to Kawartha Credit Union's Automatic Investment Plan (AIP) makes sense. It's a convenient service that allows you to invest a set amount on a regular schedule. It's easy to set up, affordable to maintain, and thanks to the power of compound growth, highly rewarding.

GET STARTED FOR AS LITTLE AS $25 A MONTH

We'll transfer the amount of your choice (minimum of $25/month) from your account into your AIP on a weekly, biweekly or monthly basis. We can even set up your AIP to transfer funds from another financial institution. These funds will accumulate in a variable rate Guaranteed Investment Certificate (GIC) savings plan. Once the variable GIC reaches $1,000, the funds are automatically invested in a fixed term deposit of your choice. The options are: 12 – 60 month GIC, 3 or 5 Year RateBuilder or a Redeemable Investment Certificate. 

START NOW!

No matter what your goals are, the sooner you get your money working for you, the more you can have when you need it. It's that simple.